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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Professional Financial (swap one in):+ Pento Portfolio Strategies, LLC $237.3M · Naples, FL+ Fort Vancouver Investment Management, LLC $237.1M · Vancouver, WA+ 4thought Financial Group Inc. $214.3M · Syosset, NY+ Bck Partners, Inc. $212.7M · Corning, NY
Pittsford, NY
Montrose, CO
Halfmoon, NY
Assets under management$225.8M$237.2M$213M
Asset growth, last 2 years+18%+67%+1%
Advisory staff358
Individual clients93413450
Assets per client$2.4M$574K$473K
Clients per advisor318356
Main custodianSchwabSchwabPershing
Filing with the SEC since20162012 or earlier2015
Tools in their stack––2
People on Advicer.bio367

From each firm's latest Form ADV (Apr 2026, Feb 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolProfessional FinancialElderado Financial, IncSimmons Capital Group
CRM
SS&C Black Diamond––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Professional Financial: Schwab · Elderado Financial, Inc: Schwab · Simmons Capital Group: Pershing